Venture Operations Associate

Robert Half • San Francisco, CA • 6h ago

Description

NOTE: Please apply here & send a ping or personal message via LinkedIn to notify me about your submission!

LinkedIn: Jonathan Christian (JC) del Rosario

Company's Overview

The company is a publicly traded, full-service investment bank and financial services firm with roots in venture capital. It provides a comprehensive range of financial solutions, including investment banking, wealth management, and capital markets services. Known for its dynamic, growth-oriented culture, the firm is committed to supporting innovation, delivering value to clients, and fostering career development across all levels of the organization.

Role's Overview:

Under the general supervision of the Branch Manager, the Venture Services Associate plays a key role in supporting stock distribution and trading activities within the venture capital community. This includes managing distributions for General and Limited Partners and executing trade and operational functions related to venture transactions. As a member of the Venture Services Team, the Associate also contributes to broader operational responsibilities across the branch office complex.

Job Responsibilities:

Stock Distribution & Trading Support

Collaborate closely with venture capital firms to manage stock distributions for General and Limited Partners.

Execute ongoing sales of distributed shares while ensuring accuracy and adherence to trading restrictions-precision is critical, as errors in stock handling are unacceptable.

Coordinate with Limited Partners to facilitate the proper receipt and settlement of stock distributions.

Operational Oversight (Approx. 15% of Role)

Manage daily morning operational tasks, including distribution emails, margin call updates, and incoming mail notifications.

Support general branch operations and act as a liaison between internal teams and external clients.

Cashiering and Wire Transfers

Process end-of-day checks and manage wire transfers for VC clients, ensuring completion by the daily cutoff.

Handle an average of 8 wire transactions per day, typically totaling around $3 million.

Account Management

Open and maintain approximately 500 venture capital accounts, representing $28 billion in assets under management.

Perform ongoing maintenance tasks such as address changes, fund transfers, check requests, and updates to account instructions.

Company's Benefits/Sells

Established firm with a long history and experienced leadership

Low employee turnover; strong culture of internal career advancement

Direct access to key decision makers for efficient workflow

Paid Time Off starting at 16 days/year, increasing with tenure up to 28 days

Inclusive parental leave benefits

Comprehensive health coverage including medical, vision, and dental plans

Supportive team culture that respects both social and work-life balance preferences

Requirements

Education and Experience:

High school diploma or equivalent required

At least 2 years of experience working directly with high-level clients in financial services or investment management

Licenses and Certifications:

Series 7 and either Series 63 or 66 required

Systems and Technology:

Proficient in Microsoft Excel, Word, PowerPoint, Outlook, and BETA Terminal?

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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